Portlet
Graphical representation of project hours by quarters.
theBasiX
Portlet
Displays project hours by type and time scale
theBasiX
Presentation (Information)
Webinar covers six key areas for evaluating your PPM Solution. From dependencies to implementation requirements and user communities, learn how to vet your PPM solution with confidence.
theBasiX
Presentation (Information)
In this report, we outline the top 6 trends for PPM wellness in the current healthcare climate.
theBasiX
Presentation (Information)
Six things you can do to speed up your ideation process.
theBasiX
Presentation (Information)
See what six things you can do to speed up your ideation process.
theBasiX
Presentation (Information)
RegoU Presentation around trends in PPM.
theBasiX
Presentation (Information)
One of the most frequent questions we're asked by clients is what are the latest best practices and trends you see? Well, you're in luck! We've polled 120 of our expert guides and consolidated their feedback into Rego's 7 PPM Trends you Need to Know.
theBasiX
Presentation (Information)
Every new CA PPM (Clarity PPM) implementation begs the question, “How much configuration do we need?” And it’s not just new companies asking. We have many customers with established environments who turn to Rego Consulting with a similar question: “Are we over-configured? The environment feels out-of-control.”
With the help of Rego Guides Wes McCoubrie (CA PPM Consultant) and Jerry Dolak (CA PPM Project Delivery), we’ll review When, Why, & How to Stay Out-of-the-Box with CA PPM.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on the advanced elements of Jaspersoft.
theBasiX
Presentation (Information)
Do you have a clear set of metrics and outcomes to demonstrate your PMOs value?
Download Rego’s free guide to measuring and reporting on PMO success.
theBasiX
Presentation (Information)
This paper discusses important things to consider when you incorporate Agile practices and tools. It points out common pitfalls to avoid and provides best practices to ease your transition.
theBasiX
Training Documents
A Quick Reference Card to assist in the use of the Schedulers in CA PPM.
theBasiX
Training Documents
A Quick Reference Card to assist in the finding and updating of Project Properties in CA PPM.
theBasiX
Training Documents
A Quick Reference Card to assist in the creation of Ideas in CA PPM.
theBasiX
Training Documents
A Quick Reference Card to assist in the accessing and creation of Incidents in CA PPM.
theBasiX
Technical Trick
This GEL script emails a specified log file as an attachment.
theWorX
Training Documents
A Quick Reference Card to assist in the accessing of projects and creation of filters in CA PPM.
theBasiX
Training Documents
A Quick Reference Card to assist in accessing Resources and creating custom filters.
theBasiX
Training Documents
A Quick Reference Card to help you with your account settings in CA PPM.
theBasiX
Presentation (Information)
Want to read, respond, and repeat without leaving your inbox? Finally, we have a way to respond to action items without logging into CA PPM.
theBasiX
Workflow Job
Notify Action Item Assignees of Overdue Action Items.
theWorX
Portlet
This portlet displays configuration information about active workflow processes
theWorX
Portlet
The portlet displays posted time by project for the logged in user and all resources for project the user has access to, based on time period and date range.
theWorX
Technical Trick
When exporting to PDF from JasperSoft this tech trick will show you how to add the missing font so your report exports as expected.
theWorX
Technical Trick
Describes how to easily add images to CA PPM v13+ for use in portlets, using only Studio configurations.
theBasiX
Technical Trick
Adding a JasperSoft report to an CA PPM HTML Portlet.
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Technical Trick
A tutorial on adding RegoXchange Jaspersoft Report to your CA PPM instance.
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Training Documents
A Quick Reference Card to assist in the adding of Resource Skills within CA PPM.
theBasiX
Training Documents
A Quick Reference Card to assist in the adding of Resources & Roles to a project in CA PPM.
theBasiX
Training Documents
A Quick Reference Card to assist in the adding of Subprojects to Programs.
theBasiX
Technical Trick
Webi reports on the Business Objects server can be added to CA PPM just like any Crystal report.
theBasiX
Technical Trick
This solution provides an administrator the ability to log into the CA PPM application as any user in the system.
theWorX
Presentation (Information)
RegoU 2018 presentation around advanced CA PPM administration development tasks.
theWorX
Presentation (Information)
RegoU presentation that covers the basics of administering CA PPM.
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Presentation (Information)
The course taught advanced administrative development tasks—including Objects and Fields, Basic SQL Queries, Object Portlets, Basic Processes, and XOG—in this technical CA PPM class for non-technical people.
theWorX
Presentation (Information)
A review of CA PPM Processes and their functionality.
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Presentation (Information)
A presentation on the uses of SQL in CA PPM.
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Presentation (Information)
A presentation reviewing objects and fields within CA PPM.
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Presentation (Information)
A course and presentation reviewing Lookups, Queries and Portlets in CA PPM.
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Presentation (Information)
A presentation covering UI themes, menus, system options, and financials with CA PPM.
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Presentation (Information)
A presentation that covers the use of XOG (XML Open Gateway) in CA PPM.
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Presentation (Information)
Learn administrative tasks and best practices in this basic administration CA PPM training,
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Presentation (Information)
This class taught administrative tasks and best practices in this basic administration CA PPM training, which included setting up resources, security groups, OBSs, lookups, time reporting periods, fiscal time periods, calendars, jobs, and timeslices.
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Presentation (Information)
This course was a facilitated discussion around the state of User Adoption.
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Presentation (Information)
The course description for this 2017 RegoU class. “Do you need to increase user adoption? Participate in this interactive discussion on the best practices for energizing your user base and increasing CA PPM value perception.”
theBasiX
Presentation (Information)
RegoU presentation around the perception and adoption of CA PPM.
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Configurations & Apps
Rego’s Clarity Adoption Metrics package consists of two sets of metrics: Project metrics, and Resource metrics.
theWorX
Presentation (Information)
If you’re looking for a dynamic portfolio solution, you won’t want to miss this Meisterplan demo with Rego favorites Jen Scarlato and Josh Leone.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on advanced data model and accessible data.
theBasiX
Presentation (Information)
RegoU Presentation from February 2014. Are you using tables to create advanced queries? This rarely used strategy provides valuable data while enhancing your productivity.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on advanced GEL scripts and their enhanced functionality and integration.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on maximizing portlet functionality.
theBasiX
Presentation (Information)
More companies are looking to do advanced portfolio analytics. Some of this can be done within CA PPM, but tools built for just this purpose have started to surface as well.
theBasiX
Presentation (Information)
In this class, we will discuss some portfolio analytic use cases and show what can be done within CA PPM as well as show some add-on products that could be used - decision lens and Meisterplan.
theBasiX
Presentation (Information)
Are you investigating an agile to CA PPM integration? This session will dive deep into the code base on Rego's standard agile connectors and explain how to leverage the data and processes between CA PPM and your agile tool.
theBasiX
Presentation (Information)
Reviews best practices for implementing agile within traditionally waterfall organizations.
theBasiX
Presentation (Information)
Presentation reviews best practices for implementing agile within traditionally waterfall organizations.
theBasiX
Presentation (Information)
This class will review best practices for implementing Agile within traditionally waterfall organizations.
theBasiX
Presentation (Information)
Presentation will dispel the misconceptions of Agile and provide an understanding and definition of terms such as “bi-modal”, “Scrum”, “Kanban”, “weighted shortest job first” and “SAFe”.
theBasiX
Presentation (Information)
RegoU session that provided an overview of the fundamentals of Agile.
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Presentation (Information)
RegoU Presentation from February 2014. This session is directed at CA PPM’s ability to work in harmony with other management systems, including the systems that manage assets, applications, finance, quality and defects, and incidents and problems.
theBasiX
Presentation (Information)
A 2015 RegoU presentation on integration of Agile tools into CA PPM.
theBasiX
Presentation (Information)
Agile is here to stay, but waterfall may be as well. Companies around the world struggle with living in a bimodal development world, while trying to go through an agile transformation.
theBasiX
Presentation (Information)
A RegoU presentation covering the transformation to an Agile methodology and what to expect along the way.
theBasiX
Presentation (Information)
A outline of possible topics to be discussed in a Round Table on Agile Best Practices.
theBasiX
Presentation (Information)
Agile methods continue to be more pervasive in organizations as stakeholders experience its value first-hand. However, the road is not always easy and is sometimes hindered by speed bumps. In this session, participants discussed their Agile implementation experiences with their peers.
theBasiX
Presentation (Information)
More projects. More demands. Shorter Timelines. Slim budgets. Align projects with the organization's strategic plan.
theBasiX
Portlet
Provides a list of all action items.
theBasiX
Reports
Displays assignments of multiple projects.
theWorX
Portlet
This portlet displays assignments across multiple projects.
theBasiX
Reports
Displays Assignment KPIs across multiple projects.
theWorX
Reports
Displays Change Requests data across multiple projects in a single view.
theWorX
Portlet
Allows the user to view change requests across multiple Projects.
theBasiX
Reports
Displays Change Requests KPIs across multiple projects.
theWorX
Portlet
This portlet displays all incidents within a single view.
theBasiX
Reports
Displays Issues associated with project(s).
theWorX
Portlet
Displays Issues related to a Project or across multiple projects.
theBasiX
Reports
Displays Issues KPIs across multiple projects.
theWorX
Portlet
Gives the ability to see all static lookups in the system and their lookup values.
theWorX
Reports
Displays Risks data across multiple projects in a single view.
theWorX
Portlet
This portlet provides risk data across multiple projects in one view.
theBasiX
Reports
Displays Risks KPIs across multiple projects.
theWorX
Portlet
Shows all skills within the skill hierarchy.
theBasiX
Portlet
Displays any existing Status Report related to a Project or across multiple projects.
theBasiX
Reports
All Status report provides project managers a single place to view KPIs related to Status Reports. All the KPIs are depicted in various visualizations.
theWorX
Reports
Displays tasks associated with projects.
theWorX
Portlet
Used to see tasks across one or multiple projects.
theBasiX
Training Documents
A Quick Reference Card to assist in the use of the Allocate from Estimates functionality.
theBasiX
Reports
Area Chart displaying monthly resources allocations by percentages.
theWorX
Reports
Pie Chart displaying monthly resources allocations by percentages.
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Reports
Displays Allocation compliance for an OBS.
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Portlet
Column chart displaying resources allocations by percentages.
theBasiX
Reports
Allocation compliance for Resource Team under Investment Manager.
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Portlet
View allocation compliance for Project Managers.
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Portlet
View allocation compliance for Resource Managers
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Reports
Displays Allocation compliance for an OBS.
theWorX
Portlet
Pie chart displaying resources allocations by percentages
theBasiX
Portlet
The Drilldown displays resource data based on a specific selection from the pie chart.
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Workflow Job
Allocation Confirmation Notification process sends an email to active resources, containing a facsimile of their Resource Allocation Detail page.
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